Student Investment Advisory Service

BMO Earns "Outstanding" Rating for its Community Reinvestment Act Performance

Retrieved on: 
Tuesday, December 12, 2023
Comptroller, Acquisition, Investment, Organization, Bank, BMO, EMPOWER, Student Investment Advisory Service, Bank of the West, PPP, LMI, OCC, Community Reinvestment Act, Purpose, Community, Housing, Growth, Good, Life, CRA, Economic development

CHICAGO, Dec. 12, 2023 /PRNewswire/ - BMO today announced it has received an overall rating of Outstanding from the Office of the Comptroller of the Currency (OCC) for its Community Reinvestment Act (CRA) Performance Evaluation.

Key Points: 
  • CHICAGO, Dec. 12, 2023 /PRNewswire/ - BMO today announced it has received an overall rating of Outstanding from the Office of the Comptroller of the Currency (OCC) for its Community Reinvestment Act (CRA) Performance Evaluation.
  • Over the past 10 years, fewer than 10 percent of banks received a CRA rating of Outstanding, the highest possible rating.
  • This is the third consecutive time BMO has earned an Outstanding rating in the evaluation.
  • We will continue to prioritize community reinvestment, working closely with our local partners and stakeholders, driving progress for a more equitable future."

Mesirow Again Named One of "Best Places to Work in Money Management" by Pensions & Investments

Retrieved on: 
Monday, December 11, 2023
City, P&I, Student Investment Advisory Service, Research, Capital market, Pension, Crain Communications, The Last Best Place, Philosophy, Investment

This annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry.

Key Points: 
  • This annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry.
  • This is Mesirow's sixth time being recognized as a Best Places to Work by Pensions & Investments.
  • Mesirow's capabilities span Global Investment Management, which encompasses traditional and alternative asset classes; Capital Markets & Investment Banking; and Advisory Services.
  • For a complete list of the 2023 Pensions & Investments' Best Places to Work in Money Management winners and write-ups, go to https://www.pionline.com/best-places-to-work/2023 .

Nicholas Fixed Income Alternative ETF (Ticker: FIAX) Hits $50M in Assets

Retrieved on: 
Tuesday, November 14, 2023
ETF, NYSE, NAV, Student Investment Advisory Service, Investment, Risk, Government, O'Hara, U.S. Treasury, YTD, 7-day SEC yield, Finance, Adviser, FINRA, United States Treasury security, SIPC, Security (finance), Financial services

ATLANTA, Nov. 14, 2023 /PRNewswire/ -- Nicholas Wealth Management's first actively managed exchange-traded fund (ETF), the Nicholas Fixed Income Alternative ETF (NYSE: FIAX) hit $50 million in assets in less than 12 months in existence.

Key Points: 
  • ATLANTA, Nov. 14, 2023 /PRNewswire/ -- Nicholas Wealth Management's first actively managed exchange-traded fund (ETF), the Nicholas Fixed Income Alternative ETF (NYSE: FIAX) hit $50 million in assets in less than 12 months in existence.
  • We are excited about the future of FIAX and will remain laser focused on our mission to provide income for shareholders while minimizing volatility."
  • The Nicholas Fixed Income Alternative ETF is comprised primarily of U.S. Treasuries, which are one of the safest forms of investments and backed by the full faith and credit of the US Government.
  • Nicholas Wealth Management and BluePath Capital, LLC are separate entities and are not owned or controlled by World Equity Group, Inc.

CBRE Group, Inc. Reports Financial Results for Third-Quarter 2023

Retrieved on: 
Friday, October 27, 2023
Commercial Building & Real Estate, Construction & Property, Building Systems, REIT, Public expenditure, AUM, EBITDA, Student Investment Advisory Service, NYSE, CBRE, GWS, Investment, Cryptocurrency

The in-process portfolio ended third-quarter 2023 at $15.4 billion, in line with second-quarter 2023.

Key Points: 
  • The in-process portfolio ended third-quarter 2023 at $15.4 billion, in line with second-quarter 2023.
  • Assets Under Management (AUM) totaled $144.2 billion, a decrease of $3.4 billion from second-quarter 2023.
  • Stock Repurchase Program – The company repurchased approximately 6.2 million shares for $516 million ($83.03 average price per share) during the third quarter of 2023.
  • There was approximately $1.5 billion of capacity remaining under the company’s authorized stock repurchase program as of September 30, 2023.

Nicola Wealth Welcomes Wealth Advisors Martine Cunliffe and Robert Gareau to Its Expanding Team

Retrieved on: 
Wednesday, October 25, 2023
Umbrella, CFP, CIBC, Student Investment Advisory Service, Guilé Foundation, Certification, CIM, UBS, Canadian Securities Institute, Senior, Public sector, Portfolio manager, Investment, Financial services

Vancouver, BC, Oct. 25, 2023 (GLOBE NEWSWIRE) -- Nicola Wealth Management Ltd. (Nicola Wealth), one of Canada's fastest-growing independent wealth management firms, is proud to announce the appointment of two highly accomplished wealth advisors, Martine Cunliffe and Robert Gareau, to its wealth advisory team.

Key Points: 
  • Vancouver, BC, Oct. 25, 2023 (GLOBE NEWSWIRE) -- Nicola Wealth Management Ltd. (Nicola Wealth), one of Canada's fastest-growing independent wealth management firms, is proud to announce the appointment of two highly accomplished wealth advisors, Martine Cunliffe and Robert Gareau, to its wealth advisory team.
  • "The addition of Martine in Vancouver and Robert in Victoria underscores our unwavering commitment to delivering exceptional full-service wealth advisory solutions for our clients nationwide as part of our ongoing journey to build a truly remarkable advisory team."
  • Ms. Cunliffe joins Nicola Wealth as a Wealth Advisor | Client Relationship Manager based in Vancouver, British Columbia.
  • Mr. Gareau joins Nicola Wealth’s expanding team in Victoria, British Columbia, where a new office has recently been opened.

Graphite Demand on the Rise: New Valuation Report Offers Crucial Insights in a Changing Market

Retrieved on: 
Thursday, October 12, 2023
Carbon, Deep Insight, Mining, Knowledge, Student Investment Advisory Service, Investment advisory, Graphite, Risk, Corporate finance, Thompson, Hand, Internal Audit Service (European Commission), Housing, Aluminium, Risk management, Marketing

The "Graphite Industry In-Situ Valuation Report" report has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • The "Graphite Industry In-Situ Valuation Report" report has been added to ResearchAndMarkets.com's offering.
  • Deep Insight: The report covers a comprehensive analysis of 36 graphite mineral assets, offering value distribution curves for various resource categories.
  • Holistic Overview: Beyond individual assets, the report includes an analysis of 27 publicly traded companies that own or operate graphite assets.
  • For professionals operating in the Investment Advisory, Corporate Finance, Transaction Advisory, or Audit Services spheres, the Graphite Industry In-Situ Valuation Report is indispensable.

The Marygold Companies’ Subsidiary, Marygold & Co., Initiates Nationwide Marketing of Newly Developed Mobile Fintech App

Retrieved on: 
Tuesday, June 13, 2023
Banking, Software, Mobile, Wireless, Other Retail, Professional Services, Online Retail, Fintech, Apps, Applications, Technology, Asset Management, Cosmetics, Retail, Finance, Android, IOS, TMC, Marigold, Mastercard, Student Investment Advisory Service, Apple, NYSE, Financial services

“I appreciate the patience and loyalty of our shareholders as we invested time and profits into the development of this app over the past several years.

Key Points: 
  • “I appreciate the patience and loyalty of our shareholders as we invested time and profits into the development of this app over the past several years.
  • Also featuring a Mastercard debit card, the app is akin to having a fully secured, private banking experience on a cell phone.
  • TMC established Marygold & Co. ( http://marygoldandco.com/ ), and its wholly owned subsidiary and registered investment advisor, Marygold & Co.
  • The Company intends to market the new mobile fintech app in the U.K. through the presence of Marygold & Co. (UK) in the coming year.

Cadence Bank Receives Outstanding Rating in CRA Evaluation, Demonstrating Commitment to Communities

Retrieved on: 
Tuesday, June 6, 2023
Federal Deposit Insurance Corporation, Small business, Housing, Small Business Administration, COVID-19, Paycheck Protection Program, FDIC, Cadence Bank, Student Investment Advisory Service, Community Reinvestment Act, NYSE, Community, CADE, CRA, Economic development, Digital, Low-Income Housing Tax Credit, Bank, Real estate, Cadence, Investment

HOUSTON and TUPELO Miss., June 6, 2023 /PRNewswire/ -- Cadence Bank (NYSE: CADE) today announced its latest achievement on the Community Reinvestment Act (CRA) performance evaluation conducted by the Federal Deposit Insurance Corporation (FDIC). The bank received an Outstanding overall and in the Investment and Service categories, as well as High Satisfactory in Lending. This recognition solidifies Cadence's long-standing commitment to supporting and serving its communities.

Key Points: 
  • The bank received an Outstanding overall and in the Investment and Service categories, as well as High Satisfactory in Lending.
  • This recognition solidifies Cadence's long-standing commitment to supporting and serving its communities.
  • "We are immensely proud of our team's exceptional accomplishments, which led to Cadence securing the highest CRA rating.
  • Key highlights from the report include the following achievements:
    Small business lending levels reflected excellent responsiveness to assessment area credit needs.

The Marygold Companies Reports Financial Results for 2023 Third Fiscal Quarter

Retrieved on: 
Monday, May 15, 2023
Asset Management, Professional Services, Finance, Insurance, Gourmet Foods, Investment, Food, Elite Security Holdings, CO, Limited, School, AUM, TMC, NYSE Arca, Student Investment Advisory Service, USCF, NYSE, Security alarm, Video game, Cryptocurrency, Security (finance), Bank, Marigold

The Marygold Companies, Inc. (“TMC,” or the “Company”) (NYSE American: MGLD), a diversified global holding firm, today reported financial results for the third fiscal quarter and nine-months ended March 31, 2023.

Key Points: 
  • The Marygold Companies, Inc. (“TMC,” or the “Company”) (NYSE American: MGLD), a diversified global holding firm, today reported financial results for the third fiscal quarter and nine-months ended March 31, 2023.
  • Net revenue for the three months ended March 31, 2023 was $8.3 million, versus $8.9 million for the comparable prior year period.
  • Total assets were $34.7 million at the close of the 2023 third fiscal quarter, compared with $35.3 million at June 30, 2022.
  • “The Company again achieved profitable operations for the third fiscal quarter, as we continued to invest in the final stages of development of our Marygold mobile fintech app,” said David Neibert, Chief Operations Officer of The Marygold Companies.

Chip Munn Named As Forbes Best-In-State Wealth Advisor for Third Year in a Row

Retrieved on: 
Tuesday, April 11, 2023
Student Investment Advisory Service, RIA, Telephone, Street, Multimedia, Adviser, Publication, Growth, Research, Financial adviser

FLORENCE, S.C., April 11, 2023 /PRNewswire/ -- Chip Munn, CEO of Signature Wealth Group (an independent organization aligned with Raymond James Financial Services, Inc.), was once again named to the Forbes list of Best-In-State Wealth Advisors released on April 4, 2023.

Key Points: 
  • FLORENCE, S.C., April 11, 2023 /PRNewswire/ -- Chip Munn, CEO of Signature Wealth Group (an independent organization aligned with Raymond James Financial Services, Inc.), was once again named to the Forbes list of Best-In-State Wealth Advisors released on April 4, 2023.
  • "It's an honor for our teams, in Florence and across the Southeast, to be recognized for the work we do alongside our clients.
  • We're grateful to be a part of those transitions," said Munn.
  • Signature Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services.